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Integrate Insightly with Neaktor
Send information between Insightly and Neaktor automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up a new task in Neaktor whenever a new task is initiated in Insightly
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Neaktor each time a new task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task using the specified task model in Neaktor.
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Set up a new task in Neaktor whenever a new task is initiated in Insightly
Insightly + Neaktor
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Create an event in Neaktor when a task is created Insightly
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Neaktor when a task is created Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new event in Neaktor.
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Create an event in Neaktor when a task is created Insightly
Insightly + Neaktor
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Initiate an event in Insightly when a task is created in Neaktor
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly when a task is created Neaktor.
How it works
- The flow triggers when a new task is created in Neaktor.
- Zoho Flow creates a new event in Insightly.
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Initiate an event in Insightly when a task is created in Neaktor
Neaktor + Insightly
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Set up a new project in Neaktor each time a new project is initiated in Insightly
Enable seamless tracking and reporting by auto-creating projects in your business process and project management application from relationship management software. This flow will initiate a new project in Neaktor when a new project is established in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project using the specified module in Neaktor.
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Set up a new project in Neaktor each time a new project is initiated in Insightly
Insightly + Neaktor
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Build your own integrations between Insightly and Neaktor
Connect Insightly and Neaktor with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and Neaktor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
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New Project
Triggers when a new project is created
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New Organization
Triggers when a new organization is created
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New Lead
Triggers when a new lead is created
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New Task
Triggers when a new task is created
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Task deleted
Triggers when a task is deleted
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Task created
Triggers when a new task is created
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Task status updated
Triggers when the details of an existing task is updated
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Assignee changed
Triggers when the assignee is changed
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Task comment added
Triggers when a new task comment is added
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Task status completed
Triggers when a task status is marked complete
All Actions - Actions are the automated tasks
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Create Task
Creates a new task
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Create Contact
Creates a new contact
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Create Lead
Creates a new lead
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Create Project
Creates a new project
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Create Opportunity
Creates a new opportunity
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Create Organization
Creates a new organization
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Create Event
Creates a new event
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Add project managers
Adds project managers to the specified project
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Create task
Creates a new task using the specified task model
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Create reminder
Creates a new reminder
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Create event
Creates a new event
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Create project
Creates a new project using the specified module
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Update project
Updates the details of an existing project
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Update event
Updates the details of an event
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Update task
Updates the details of an existing task using ID or IDx
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Fetch event or reminder
Fetches the details of an existing event or a reminder using ID
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Fetch user
Fetches the details of an existing user using email address
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Fetch task
Fetches the details of an existing project using ID or IDx
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Fetch project
Fetches the details of an existing project using ID or key
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
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What is Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.
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